CRM & Lifecycle Manager

Description

Helfy is a fast-growing company operating a digital telehealth platform that connects clients with doctors for online prescriptions, medication and consultations. Driven by a purposeful, people-centric approach, we aim to be the companion of choice for managing and living with ongoing medical conditions by offering affordable, accessible, personalized, and fast medical care.

We're looking for a hands-on CRM & Lifecycle Manager to own and execute customer communications across key lifecycle touchpoints. This role combines strategic lifecycle marketing, hand-on execution of marketing automation campaigns, creative messaging, and data-driven optimization to drive customer engagement, retention, and loyalty throughout the entire customer journey.

Responsibilities

• Omnichannel Execution: Manage day-to-day customer communication channels including email marketing, SMS, push notifications and newsletters to keep customers engaged and informed.
• Strategy & Lifecycle Mapping: Ideate and implement CRM strategies across the customer journey. Develop and execute retention initiatives aimed at reducing churn, increasing LTV, and driving long-term customer engagement
• Automation & Workflows: Build, monitor, and continuously optimize complex trigger-based campaigns and automated journeys using HubSpot and other third-party tools.
• Content & Creative: Develop creative content and marketing messaging tailored to different customer segments and lifecycle stages, balancing brand voice with performance.
• Data-Driven Optimization: Run A/B tests on messaging, timing, and segmentation. Translate these insights into actionable improvements in your channel mix.
• Reporting & Analytics: Build and maintain dashboards to track CRM effectiveness, analyze funnels, and retention KPIs using tools like Tableau, Mixpanel, or Data Studio.
• Retention & Loyalty: Support and evolve loyalty and referral programs to drive repeat usage and advocacy.
• Cross-Functional Collaboration: Act as the project owner for lifecycle initiatives, working with Product, Data, and Engineering to ensure technical scalability and seamless integration.
  
  

• Experience: 3+ years in CRM, Lifecycle, or Retention Marketing within a B2C environment (e-commerce preferred).
• Advanced, hands-on experience with marketing automation platforms (e.g., HubSpot, Braze, Klaviyo). You should be comfortable building lists, mapping journeys, and setting up triggers—not just overseeing them.
• Comfortable creating marketing content for email and CRM channels, with a strong creative mindset and attention to messaging and tone.
• Analytics: Ability to interpret data, analyze funnels, and use insights to guide decision-making. Experience with reporting tools such as Tableau, Data Studio, Mixpanel, or similar
• Strong Plus - Experience with loyalty and referral programs.
• A "self-starter" mentality with a proven track record of moving projects forward independently in a fast-paced environment.
• Ability to understand both the technical and strategic aspects of CRM, and translate strategy into practical, scalable implementation
• Collaborative and comfortable working with cross-functional teams (Product, Data, Creative, Engineering)
• Education: Bachelor’s degree in Marketing, Business, Industrial Engineering, or a related field.
• Languages: High-level English is required. Proficiency in French or German is a significant advantage.